Sundaram Mutual FundELSS (Tax Saver)Direct plan, growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv

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NAV: ₹31.89; —11 Sept 2026
AUM (₹ Cr): 36; Average, April - June 2026
Expense ratio: 1.12%; Regular 1.23%
Risk: Very High; SEBI riskometer

1Y return: 6.7%-5.9%; Benchmark 12.7%
3Y CAGR: 11.5%-5.3%; Benchmark 16.8%
5Y CAGR: 15.9%+1.6%; Benchmark 14.2%

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Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-2.6%	+3.0%	+21.4%	+7.6%	+6.7%	+11.5%	+15.9%	—	+13.0%
Nifty Smallcap 100 TRI	—	—	—	—	12.7%	16.8%	14.2%	—	13.1%
ELSS (Tax Saver) average	-2.5%	3.4%	11.5%	0.0%	1.6%	11.3%	11.9%	13.5%	14.4%
Difference	—	—	—	—	-5.9%	-5.3%	+1.6%	—	-0.1%

Portfolio

Fund details

Fund house: Sundaram Mutual Fund
Category: Equity · ELSS (Tax Saver)
SEBI classification: Equity / ELSS
Benchmark: Nifty Smallcap 100 TRI
Launch date: 27 Mar 2017 (9.5 years)
Structure: Close Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Rohit Seksaria
Minimum lumpsum: ₹5,000 (then ₹1,000)
Exit load: None
Lock-in: 3 years
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF903JA1526
ISIN, Regular Growth: INF903JA1500
Scheme code: 139990, 139992

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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